Cancel Reasons and How to Use Them

Cancel Reasons can be applied to purchase orders, line items, or the individual copies within a line item.

Examples

Delayed: Backorder Line Item
delayed_backorder_display

Copies Display With Multiple Cancel Reasons
cancelled_delayed_copies

There are two types of cancel reasons:

Delayed –

  1. Money remains encumbered in the fund
  2. Line item background color is blue

Cancelled –

  1. Money disencumbers from the fund
  2. Line item background color is white

Cancel Reasons:

  • Cancelled: By Vendor
  • Cancelled: Deleted
  • Cancelled: Invalid ISBN
  • Cancelled: Not accepted
  • Cancelled: Not found
  • Cancelled: Postpone
  • Delayed: Accepted with amendment
  • Delayed: Accepted without amendment
  • Delayed: Delivered but lost
  • Delayed: Backorder
  • Delayed: Changed
  • Delayed: Delivered but lost
  • Delayed: No Action
  • Delayed: Ordered Quantity
  • Delayed: Pieces Delivered
  • Delayed: Split Quantity


How to Cancel One or More Copies in a Line Item

NOTE: Cancelling at the copy level does not delete the On Order copy from the catalog or update the cancel reason in the line item. These must be done separately. It will, however, disencumber the money from the fund.

  1. Click on the Copies link in the line item.
  2. Click the Cancel link for the copy that you wish to cancel.
  3. Select a cancel reason from the drop down menu that appears, and click Cancel Copy.

Cancelling Line Items in a PO

NOTE: It is possible to apply a “Cancelled” cancel reason to a line item that has a “Delayed” cancel reason. The money will disencumber and the on order copy will be deleted from the catalog. It is not currently possible to remove a cancelled line item from the PO completely, from within the client.

  1. Check the boxes of the line items that you wish to cancel.
  2. Click on the PO Actions drop down and select Cancel Selected Line Items.
  3. Select a cancel reason from the drop down menu and click Cancel Line Items.

Cancelling Purchase Orders

NOTE: Once a purchase order is marked cancelled or delayed, the cancel reason can not be changed. It is best to only apply a cancel reason to a PO if you want to mark it “Cancelled: Delete.” This will mark all the line items “Cancelled: delete” and will delete all On Order copies and disencumber all funds.

  1. Click on the Cancel order drop down in the top of the purchase order.
  2. Select a reason from the drop down.
  3. Click Cancel order.
  4. You need to click Reload to see the change.